Barcoding & Warehousing Help and User Guide

1. Pre-Requisites

1.1. Barcoding & Warehousing Pre-Requisites

What will I need installed to make this work?

1. Sage 200 installed with the Sage 200 Commercial modules.
2. The Sicon Web API installed, (this is the same Web API required for Service Manager Mobile and Task & Contact Manager Mobile). NB: this will require a single Sage 200 Web User only license regardless of the number of handheld devices.
3. The Sicon Barcoding App installed on the tablet.
4. The Sage 200 add-on from Sicon for Barcoding & Warehousing.
5. Your choice of tablet and printer hardware.
6. Minimum Android Version 5.0
7. A wireless network to cover the required area.

What do I need to get this operational?

1. You can use the tablet application immediately once you have everything installed even if you don’t have any barcodes on any of your products. It will give you real time updates directly into Sage 200 for each of the actions processed on the device. Barcoding your products will improve accuracy and speed of processing.
2. If you have barcodes for your products these can be imported into the Sage 200 standard barcode field. If you don’t have specific barcodes for each product, our solution will simply use your stock item code instead. The supplied label layouts will look for barcode numbers in the barcode field, but if these are not available it will replace it with a barcode matching the stock item code.
3. You can import a list of bin locations for your warehouse and print barcode labels for each one. Chose a label size to fit your bin sizes from the extensive range available from Zebra or other label printer manufacturers.
4. If your products come in with supplier barcodes, then you can link these barcodes to your own stock items as you go. Alternatively, you can print your own barcode labels as you process each goods receipt or when you put away the stock items.
5. You are now ready to start using the Sicon Barcoding and Warehousing solution with barcodes.

1.2. Sicon Sage 200 Web API Pre-Requisites

Requirements

• The Microsoft .NET Framework 4.5.2 must be installed on the Sage Application server.
• An appropriate Service login must be created on the domain. This is detailed in the “Create Service Account” section below.
• A Sage Web User license must be applied to the Sage instance. These must be purchased via Sage directly.

Create Service Account

Create a new Domain User that will be used to access Sage 200, such as DOMAIN\SiconWebAPI. Select the ‘password never expires’ option, and make the user a member of your Sage 200 Users Active Directory group.

Make the new user a local administrator on the server where the WebAPI will be installed.

Give the account permission to log on as a service. This can be performed under the “Local Security Policy” option found on the Active Directory server.

Open Sage System Administrator.

Right-click ‘Users’ then select ‘Update Users’ from the drop-down menu. Press OK to link the new Sage User.

Right-click on the user and choose properties, then click ‘Is Web User’, then while still on the user properties screen click the ‘Company Access’ tab and select the companies you require the WebAPI to access. The more companies accessed, the higher the memory usage of the service will be, so it is recommended to keep it to a minimum. Then Click OK.

Log into Sage as the new user.  While you may not be able to access, you have to have tried to log in for the API install to be successful.

If the option to use enforced login is set in Sage system admin, then if the print services need to be restarted this will need to be temporarily disabled to allow the print services to restart (as there is no way for the system to manually enter the login credentials).

2. Downloading the Barcoding & Warehousing App

This section will take you through the stages of downloading the Sicon Barcoding & Warehousing app.

2.1. TeamViewer (Remote Access - Optional)

1. Enter the Play Store
2. You may be prompted to log in to a Google account if you haven’t done so already. If you don’t have one, you’ll need to create a new one. You can use the same login for all of your devices if you wish.
3. Search for and install the “TeamViewer QuickSupport” app. Upon installation it may prompt to install an add-on to enable remote control, accept this:

2.2. Barcoding Application

1. On the Barcoding Settings screen in Sage, there is a URL field that must be provided prior to generating connection information. To populate this automatically you can navigate to the following URL “http://{Server IP/URL}/Sicon.Sage200.WebAPI/api/Location/Notify” from your mobile device, which will populate this field as well as confirm the server is accessible. Using an internal computer name will require you to be on the same network as the server and an internal ip will require you to at least be on the same vpn as the server. An external ip/name will remove this requirement.
2. With the URL field populated, you can now create a QR code for the company and web API URL and physically print this out if required. This is used for populating the server details in the handheld see step 6 below.
3. Create at least one user account for the app from this screen, which is required to access the application after establishing a connection. Access to the warehouses and permissions need to be set against the user. You need to give access to at least one warehouse, setting a warehouse as the default will automatically use this warehouse on login.
   
4. Download and Install the Barcoding Android application on your device from the App Download web address link in Sage. Manually type in the web address for the App download in Chrome on the tablet or scan the QR code to take you to the download web page.
   
5. This will require allowing installation from unknown sources, so if prompted during the installation you will need to enable it. On some devices, you’ll be prompted for a password, which by default will be “4007770876” on the Seuic devices that we recommend.
   
6. Upon opening the app, click on server and scan the large QR code on the settings page (or printed out from step 2 above) to populate the Web API URL and company ID. Alternatively this can be entered manually if the device does not have a scanner/camera.
   
7. You can then log in as the user.
   

3. Sage Menu

3.1. Warehouse Notifications

Stores any notifications sent from the handheld, including barcode problems, dynamic stock take results. Notifications can be cleared from the screen.

3.2. Dashboards

Dashboards can be viewed and created/amended from within this menu:

The Picking targets dashboard gives an idea of what can be achieved with a dashboard.

Each of the dashboard panels have separate panel names and are configured in the maintain dashboard panels section.

The panel can be edited and the underlying sql query viewed/amended or new queries created.

The general dashboard section provides 10 blank dashboards that can be configured.

3.3. Sales Order List

A sales order list has been included so that additional Sicon fields can be displayed on the list. The SOP ready to pick flag shows, see further details on the ready to pick flag in the SOP settings below. The pick status of the order also shows, to highlight if the sales order has been picked or packed in the handheld. This mirrors the pick status icons on the sales order list on the handheld. Where a barcode user has been assigned, this shows as does the user when a sales order is being picked in the handheld. When the order is put on a wave the wave number can also show.

The ready to pick flag can be set against multiple orders from the screen by highlighting the orders and right clicking and setting the ready to pick flag.

This can also be done from the menu item.

The Sage user requires permission to this feature.

When the Sicon courier module is also installed, the Sicon courier delivery service can be added to the Sicon barcoding SOP list. It can also be set from the screen.

3.4. Stock Transfer List

Shows a list of Sicon stock transfers, which can be accessed by highlighting a line and clicking on amend.

3.5. Stock Item Settings List

Shows a list of stock items and the barcoding settings associated with them.

The stock items can be amended from the list and also the hold pick setting amended.

3.6. Waves

Sales Order Waves can be created and amended from within these screens.

Sales orders can be found using the selection criteria or all orders can be displayed by clicking on show all orders. The orders can be added to a wave and the wave created by clicking on the save button.

When a customer is selected, an additional field to select the sales order delivery address can be used to select orders for a particular delivery address.

Existing Sales order waves can be amended from the amend sales order wave menu.

The window shows the status of the wave, whether it has been assigned and if completed, when it was completed. The gross value and the total line qty of the waves are displayed.

The complete wave button allows waves to be completed. Completed waves are hidden, unless the include complete option is ticked. The Reopen wave button allows completed waves to be re-opened.

The move up and down buttons allows waves to be sorted into the desired sequence to appear on the device. N:B if a column is sorted, then the move up and down options are greyed out.

When the SOP setting to use the ready to pick flag for waves is set, then a ready to pick column shows.

If multiple waves are selected, they can be multi set as ready to pick by using the select RTP button.

Selecting a wave and then amend wave, opens the maintain wave screen.

The wave number is added to the sales order in the pick on wave field.

On the barcoding sales order list, the wave number can also show.

Where the Sicon works order module is installed, Sicon works order waves can be created and amended. The list of works orders can be filtered on status, dates, warehouse and area.

Create Multiple Sales Order Waves – allows creation of waves based on specific criteria. Sales orders can be selected as per the usual wave creation screen.

Clicking on proceed opens a window, where the list of orders can then be split into waves based on the criteria selected (customer, order date or SOP analysis codes).

Clicking on create waves, will then create the waves, in the example above, the four orders selected, will be split into two waves, based on the customer.

Clicking on OK, opens the maintain sales order waves screen. The wave description is set from the wave split criteria.

The wave description can be amended by amending the wave and then then the wave description.

3.7. Assign Pickers to Sales Orders

Allows sales order to be assigned to handheld users. Sales orders can be selected using a number of criteria and then assigned to a user. The handheld user will then only see orders assigned to themselves or orders that have not been assigned.

The assigned user appears on the sales order and can be added or removed individually.

3.8. Van Picks

There are a number of set up requirements for using Van picks, to enable sales orders to be picked into Vans.

In Sage accounting system manager, settings, maintain analysis codes, an analysis code for Van Numbers and Drop Number can be created.

These can then be linked to SOP analysis codes

These SOP analysis codes can then be set in SOP barcoding settings.

The SOP analysis codes can be pulled from the customer analysis code, which need to be set up.

When sales orders are entered the Van and Drop number (sequence) can then be linked to the SOP.

Enter Van Pick

In this screen sales orders can be selected and linked to a van pick. Clicking on save creates the Van wave pick.

Amend Van Pick

In this screen van picks can be amended or deleted.

When van picks are being worked on in the handheld, the status of the pick will be updated and the picks will be locked for editing/deleting.

3.9. Packaging

Packaging Enquiry

Allows enquiry on packaging records in the system, the quantity can also be edited from the edit button.

The history button can be used to see the history of the selected package item.

The delete button can be used to delete package records.

Create Package Labels

Allows packaging labels to be generated and printed.

When auto generate numbers is selected the system will use the next available number based on the packaging numbers set in the settings screen.

For example, when auto generating pallets. The system has combined the extension digit, company, prefix and serial reference followed by a system generated check digit to come up with the next SSCC pallet number.

3.10. Replenishment

Stock items to replenish can be created in this screen. Clicking on display, will show any stock item bins that are below the minimum/reorder bin level (depending on the stock transfer settings to use minimum or reorder).

When replenishing based on bin levels, the replenish quantity is the difference between the pick bin stock and the maximum. The screen shows stock items on purchase orders (on order) and on sales order (future demand), the corresponding purchase order and sales orders can be viewed from the screen by highlighting a line and clicking on view item sales order or view item purchase order.

The current quantity in the pick face bin is displayed and a link to view the stock item balances is provided. The ‘in replenish’ column will show any existing replenishments created for the stock item/bin record.

The replenish stock up to date is dictated by the setting in the barcode stock transfer settings.

This date is also used to determine what SOP allocations to move when performing the replenishment. The system will move any SOP allocated stock where the dates on the sales order fall within the replenisment requirement for days.

For example the replenish stock requirment is set for 2 days.

There are 2 allocated sales orders on the system

When processing the replenishment, the system will moved the allocations on SOP 374 to the pick face bin, as the promised for date of 26/03/2021 falls with the replenishment date.

The replenishment quantity can be manually amended if required, clicking on create, then creates a replenishment record.

The replenishment record will then appear in the handheld for processing, see the handheld features below for further details.

The created replenishment will appear in the current replenishment screen. If the replenishment has been picked and part put away, these figures will appear in this screen in the picked and replenished screen.

The bins to replenish from can be controlled by the settings in the replenishment settings, see below. When overflow or other bins are not set, then the system will replenish from bulk bins (the priority will demand on whether smart picking is enabled)

If the option to replenish future demand quantities is set, then sales order will be factored into the suggested replenishment quantity. The number of days to factor is controlled by the replenish stock requirement for days.

When creating a replenishment with the above example any sales orders with a promised for date in the next 60 days will be looked at to drive to replenishment demand.

3.11. Dynamic Stock Take

Dynamic stock takes can be created, reviewed and completed from this screen.

Clicking on view results shows, the items codes, the quantity counted and whether stock has been added or removed based on the previous quantity. It also shows the handheld user who has performed the count.

Clicking on complete, will mark the stocktake as complete

A dynamic stock take can also be created from within Sage, to count bins or stock items from a specified warehouse.

The auto select button can be used to select certain stock codes to count.

If bins that have no stock in them need to be included, then tick the include empty bins option.

3.12. Stock Shortage Transfers

In this window, you can create a stock transfer to move stock between warehouses.

Click on new transfer, add in item details and products to move and save the transfer. The transfer will appear in the handheld once the ready to pick flag has been set on the transfer.  Setting the ready to pick is controlled by the settings in the barcode stock transfer settings. It can be set by printing the picking list, set when all lines allocated or manually set.

With the option to set the ready to pick flag manually, part allocated transfer can be sent to handheld for picking. Any lines that are not picked will be added to a new stock transfer.

Transfers can also be created to transfer stock to a project and then processed in the handheld.

Previous transfers can be copied by ticking the transfer required and clicking on Copy Transfer

Transfer Templates can also be created for frequently used transfers.

There is also the ability to import the transfer from a spreadsheet. Click on new transfer, then add in the to and from warehouse and despatch date. Then select the import button.

An import file can be created, saved as a csv file and then selected. The file can be checked and then imported.

This then creates the transfer lines, and the transfer can be processed as normal.

3.13. Maintenance

Maintain Zones

In this screen, Zones can be created and deleted. These zones can then be linked to bins in the maintain locations screen, see notes below.

Maintain Stores

Allows maintenance of store ID and store names for use with distribution type sales orders.

Stock Item Settings

This screen can be used to set and maintain the hold pick flag on stock items.

3.14. Maintain Locations

Within this screen, bin locations can be added/removed and sequenced and bin definitions set. The sequence dictates the order that lines will appear in the handheld for picking stock items. E.g. sales orders lines.

Where zones are being used, these can be linked to bin locations.

Bin names can be imported from the bin locations within Sage stock items using the update locations from Sage bins. Specific barcodes for the bin locations and sequences, and bin definitions can also be imported, using the Import button. The bin name, zone, barcode override and sequence can be created in excel using the template, then imported.

Bins can be exported to excel from maintain locations screen, a bin priority added and imported back. Right click on the screen and export all to excel.

Prepare the import in excel based on the template, then save as a csv file.

Then import the bins, using the import button.

You can also print bin location barcodes for use within the warehouse.

Bin locations can be flagged as a despatch bin, so in the SOP processing window, items can be moved to this bin location.

The default bin priorities can also be set in this screen, which then shows the bin type descriptions.

You can also update the existing Sage stock bin to have the new bin priority using the ‘update existing Sage bin priorities’ button. This routine also runs when an import is done.

3.15. Labels

Labels can be created from within the Sage menu labels folder.

The bin labels report, can be used to print labels for all Sage bins.

The bin labels (SiconWABlocation), can be used to print labels for any bins created in the maintain locations screen. These bins are held in a separate table namely SiconWABlocation.

The stock with bin labels, will print a label for each stock item in each bin, with a barcode for the stock item and bin.

Warehouse and Bin Labels: Can be used to print bins labels in a warehouse.

Warehouse, Bin and Stock Labels: Can be used to print a label containing a barcode for the warehouse, bin and stock code.

4. Sage Menu | Imports

4.1. Import Stock Item Barcodes

This import can be used to update the Sage stock item barcode field and/or the supplier barcodes. Create an import file in excel and save as csv format.

Select the file and click on check file, then import.

This updates the barcodes within the barcode button on the stock item and also the main stock item barcode field, if a supplier record is not specified. When the supplier code is entered, then the supplier barcode is created/updated.

4.2. Import Stock Item Settings

Allows settings on the stock items to be imported. An import file can be generated and then imported.

4.3. Import Customer Stock Codes

Allows customer barcodes to be imported against stock items using an excel import file. Create an excel CSV file using the template provided (exclude the headers when saving).

Import the file, the customer barcodes are visible against the stock item in the customer codes tab.

4.4. Import Bin Max Min Reorder Levels

This import is used to import the bin minimum, maximum and reorder levels for use with replenishment. An import file can be prepared using the example import file. The file can then be saved as a csv file and then imported.

The imported values can be seen against the bin

4.5. Import Delivery Notes

Allows records to be imported to update and despatch existing sales orders in the system. It relies on pallet information existing in the system.

For example, there is pallet of 48 boxes of avocados with pallet number 111223344000000366 in bin C-A-01

These can be picked on a sales order in the handheld.

An import file can be prepared to dictate which pallet was used for a particular sales order.

Clicking on import, updates the sales order to be despatched and records the pallet used.

4.6. Import Package Details

Allows for packaging records to be imported. An import file can be prepared based on the example import provided. This can then be imported into the system.

The imported packaging records can be viewed in the packaging information screen in Sage.

5. Sage Menu | Reports

The stocktake results by bin can be used to generate a report from a Sage stock take ordered by the bin.

The stock list by bin (export) and the stock list by bin can used to find all stock items within bins.

The packing list can be printed to show items that have been packed onto a sales order, showing the box they have been put into.

The despatched items packing list details items, will allow a packing list to be printed for despatched sales order.

The dynamic stocktake results reports can be used for displaying/printing out the results of a dynamic stock and exporting the results to excel if required.

The stock transfer detail and summary reports can be used to report on the stock transfers, showing what has been picked, despatched and received.

The stock list with barcodes can be used to report on what stock items have or do not have the Sage barcode populated.

The stock ageing by bin report relies on the following setting being set.

The report then shows the ageing of the stock, based on then when the stock was received. N.B this only works for stock items received after the setting has been enabled.

6. Utilities | Settings

6.1. Setup

Licence enable string: Enter a Sicon enable string here to enable the module unless online enable strings are enabled.

Server Setup:

WebAPI URL: This is the Web API URL that links the handheld devices to Sage. You can navigate to the web URL (remove the /api off the URL link) You can log in to see information about the Web API.

You can populate all the database WebAPI URLs, by putting in the following Web URL in a web page followed by /api/Location/Notify. E.g. http://10.0.0.139/Sicon.Sage200.WebAPI/api/Location/Notify

The larger QR code on the left of the screen is used for populating the WebAPI and company number in the server set up on the handheld. The code can be physically printed using the print button.

In the handheld, click on the server button and then scan the QR code to populate the Wep API URL and company number. This can be entered manually for devices that cannot scan QR codes.

App Download: Use the link on the right hand side of the screen for downloading the Sicon barcoding application onto the handheld devices. Or scan the smaller QR code on the device to open the web page to download the app.

6.2. Users and Permissions

The front screen shows each of the users set up, details of their permission and last login and logout details and the device id.

From this screen you can log users out of the app.

You can also set a time for users to be auto logged out of the device.

If the same user logs onto two different devices, the following message is shown on the handheld.

If the old login is forced out, they will then get the following message in their handheld.

When a user is added or edited, the follow screen opens.

Within the permission screen, access to handheld tasks is controlled, the standard Sage ‘Core’ tasks and Sicon add on modules ‘Extensions’. This controls the menu options that are available to the user in the handheld.

Within the options tab, additional user permissions can be set. The quantity of units that a user can manually enter rather than scan can be set here. Users can also be set to be able to over receive stock on purchase orders. The ability to show the expected quantity on dynamic stock takes for the user can be set, this shows on the right hand side of the dynamic stock take screen.

The allow picking sales orders, kits, works orders and Sicon stock transfers, allows users to pick items with these options in the handheld.

The allow packing and despatching tick options dictates what processes the user can perform within a sales order on the handheld.

The allow stock enquiry change bin priority allows bin priorities to be changed in the stock enquiry screen.

The allow add sales order item/line allows lines/items to be added to a sales order in the handheld.

The allow creating bins even if bin does not exist in the Maintain Location list – allows users to add bins that have not been defined in the maintain locations screen – caution needs to be taken if this setting is turned on as the bins created may not have the desired bin priority and duplicate bins with different text cases (capital and lower case) can be created.

The Sort (SOP) picking list lines/items by Sage order display/print sequence will set the order of lines on the handheld to match that in Sage. There is also a SOP global setting for this.

The unlock picking locks, removes any rogue picking locks on SOPs. The picking locks are being used to identify that the sales order is being picked by a user. This shows in the Sage sales order.

And also on the handheld.

In the warehouse tab, access to warehouses for the user can be set. A default warehouse can also be selected. These will dictate what warehouses the handheld user can log into on the device.

In the printers tab, printers can also set up against the users, this overrides the default printers, the printer set against the report or that selected against the warehouse. These can also be set from within the application.

6.3. Labels

A default label printer can be set from a list of printers available on the Sage server. These printers need to be installed on the server and to be available to the SiconWebAPI user. Log onto the server as the Siconwebapi user and install the printer driver for the required printers to be available.

Specific label definitions can be designed that can be used to generate labels from within the handheld, printing a target report. There are standard definitions, that can be used from transactions on the handheld e.g. PO receipt. You can also create custom label definitions for example a particular customer may want their preferred labels on despatched products.

There is also the option to create custom package labels and package content labels that can be different for each package type, e.g. boxes and pallets.

The SOP item pick and pack auto labels, can be used to auto print labels during SOP picking and packing without the need to confirm the print on the device.

The criteria fields shown on the standard labels, show which fields are required in the Sage report for the label to print.

The print labels button at the bottom of the label setting screen, allows labels to test printed from within Sage, printing an ad hoc label.

The despatch note tab, can be used to troubleshoot when printing despatch notes from the device is not working. Put in the correct criteria and click on run checks to be given the results.

6.4. Packaging

The format prefix and number of the packaging units can be set in this screen.

For pallets a GS1 SSCC format can used. Once the option is ticked, the extension digit, company prefix and serial number can be entered.

When the system creates a SSCC label using this format a check digit is added to the end of the number to create an 18 digit length number. For example when a pallet number is auto generated in SOP picking/packing.

When the option to use GS1 SSCC format for all packages is set, the system will use the SSCC set for all package types.

For example, in a SOP the box number will be based on the SSCC number.

The option to make picking into a tote compulsory, ensures only totes can be selected in SOP processing.

If a tote is not selected before picking in a sales order, the following message is returned.

The option to confirm packaging when moving stock controls whether package details need to be added when moving stock via standard Sage stock movements.

With the option set as yes, match quantity- if stock is added, then the package record also needs to be added. If the setting is set yes, with warning, no package needs to be set but a warning will be shown.

Any existing packages for the stock item in the location will show. Clicking on add package allows a new package record to be created and linked to the stock being added.

The package number, can be entered, along with the batch number if required and the quantity for the package.

Clicking on okay will add the stock and the package item.

The following Sage stock movements will ask for the package when the setting is set to confirm the package: return to supplier, internal issue, customer FOC issue, return from supplier, internal return, write off stock, add stock, transfer stock, SOP amend despatch, SOP confirm return, SOP amend return.

6.5. Reports

You can enable a packing list report to be printed during SOP processing and specify the printer to use.

The printer to be used for printing despatch notes and the copy quantity is configured here.

You can also set that a stock transfer despatch note needs to be printed when processing the Sicon stock shortage transfer.

The option to maintain sales order invoices for customers, opens a window where customer invoice printing options can be maintained.

You can also state that a sales order invoice can be printed during SOP despatch and which printer to use and how many copies to print.

You can also set different printers per warehouse.

6.6. Bin Definitions & Picking

Bin definitions allow different types of bins to be created based on the Sage allocation priority set against the bin. The bin type allows the order of allocation and picking to be set and also defines different bin types, such as bulk or pick face.

Prevent picking from put away, returns, bulk bins and inspection bins prevents users from picking stock items on SOP, works orders or kits on the handheld. Note users will be able to pick the stock within Sage. This restriction does not prevent allocation it is purely for picking.

There is a warning message on the sales order when stock is allocated to a restricted bin.

There is also a message in the works order pick screen and kit pick screens.

Cleanup:

Delete empty bins: Clicking on this opens a new window where users can choose which empty bins to delete by bin priority. NB the cleanup routine will allow bins to be deleted based on the standard Sage ability. Where traceable items are being used, bins that have used to despatch/receive traceable items on sales orders/returns are not deleted. This is to avoid the issue of reprinting some documents that may result in lost traceable information if the bins are deleted.

If the Sicon Pick Bin is selected the system will check for any temporary pick bins with a ‘:’ in and remove them if the confirmed and unconfirmed quantities are zero and any corresponding linked SOPs have been invoiced.

Move free stock in pick bins to put away bin: This will move all free stock in temporary picked/packed bins to the put away bin. If the free stock cannot be moved a warning will be displayed.

When a picked/packed sales order line is cancelled/deleted, the stock movement will show as an AutoMovePicked. The stock is moved to the bin set as the PO putaway bin (normally Goodsin).

When sales orders are picked in the handheld, the system moves the stock to the Picked:SOP bin. Once picked on the handheld, the quantity on the sales order in Sage cannot be amended below the picked qty.

If the quantity needs to be reduced, it should be adjusted in the handheld, via the put back option.

When a sales order is part picked, the quantity can be adjusted in Sage.

For traceable items, with the Sage stock setting to select batches at allocation, the quantity field can be reduced down to the picked quantity, and the system will prompt the user to amend the batches. This allows the user to amend the stock that is not in the picked:SOP. In the example below, 10 were allocated on the SOP and 5 picked on the handheld, the Sage user can adjust the qty to 5 and select the batch in the Picked:SOP to stay allocated.

For non-traceable items or for traceable items where the system is set to select batches at despatch. The quantity field is greyed out for picked lines.

To reduce the quantity, use the reduce allocation button, the stock in the correct bin can then be selected to reduce down. In the example below, 10 were allocated on the sales order and 5 were picked, the Sage user can adjust the allocated qty to 5.

As the allocated quantity is now less than the order quantity, the order quantity can then be amended down to the picked qty if required , so in the example below the order quantity can be amended down to 5.

For lines where batches are selected at allocation, and the lines are part picked e.g. in the below example 3 out of the 5 allocated items have been picked.

If the reduce allocation button is used and the quantity changed, the following pop up will be displayed.

The correct batches to reduce down can be selected from the amend batch/serial button on the sales order.

For lines where the picked qty is less than the quantity on the sales order line due to part allocated lines, the quantity can be reduced down to the picked quantity. In the example below, the sales order line qty is 10, 5 are allocated and have been picked. The quantity field can be amended down to the picked qty of 5.

Enable Smart Picking:

When smart picking is enabled the picking order of bins is reversed, so that the picking priority will be from priority 9 bins down to 1. This setting can be used to prevent users being sent to bulk bins to pick stock. The allocations are made to the bulk bin to keep free stock in the pick face bin.

On a sales order the system will allocate to stock in the bin priority 1 to 9. For example the below sales order is allocated to the bulk (priority 1)

On the device, it is asking to pick from the pickface bin, even though the sales order line is allocated to the bulk bin.

On the stock item, there is stock available in both bins:

When the item is picked on the device the system amends the allocation record from the bulk bin to the pickface bin and then to the picked:SOP bin.

N.B. When the Sage setting to select batches at allocation is on, Smart picking will not override the allocated bin location for the traceable item. So if batch stock is stored in both bulk and pickface bins, and stock is allocated to the bulk bin, the user will be sent to the bulk bin (smart picking logic is supressed). It is therefore not suggested to use Smart picking when selecting batches at allocation.

The setting to ignore inner carton quantities when assigning pick locations, will disregard any quantity set on the inner carton quantity, which can influence the bin the picker is sent to pick the stock. See the notes on the Sicon stock Barcoding tab settings below for further information.

The setting to assign stock from bin with full allocated stock quantity available will impact on which bin the users is sent to for picking. The system will try to send the picker to a single bin to meet the sales order line demand.

For example, the following stock code is in multiple bins.

If a sales order is raised for say 35, and the system is set to select batches at despatch, the handheld will send the user to bin C-A-01 as this can fulfil the line in full, even though the allocation is to the bulk bin.

The setting to assign build kits stock from bin with full allocated stock quantity available will impact on which bins the users is sent to for picking kits lines when building a kit on the device. The system will try to send the picker to a single bin to meet the kit line demand. N.B the stock setting to select batches at despatch needs to be set.

In the example below, in the build kit screen, the user is set to multiple bins to pick the kits lines, based on bin definitions (pick face then bulk).

With the setting on, the user is sent to one bin if there is enough stock in one bin to fulfil the whole line demand.

The setting to disable smart picking for stock shortage transfers, allows smart picking logic to be supressed for stock transfers. This can be used where the stock transfer import has been used and specific bins to pick from have been selected.

The setting to use stock item sales order fulfilment sequence – can be used to ensure the Sage fulfilment settings work as expected.

In the example below, there are batches with different sell by dates in different bins.

With the setting on, when a sales order is allocated, the stock will be allocated on the smart picking bin logic. So in this example, the stock is allocated to the Bulk bin with the lowest bin priority.

On the handheld, the picker is sent to the D-A-01 bin as this contains the oldest batch (Nov23) and the stock fulfilment setting is set to pick by oldest sell by date.

The setting can be used with all the stock fulfilment sequences, for FIFO we are using the traceable receipt date of the stock item.

The setting to pick oldest first for sales order, then by bin definition, influences which bin is shown in the handheld on a sales order line based on the stock received date.

When stock is received in the handheld, via POP or add stock, the system writes the date the stock is received to a new sql table. This record is then looked at to dictate which is the oldest stock to pick and will amend the bin shown on the device accordingly.

This setting only works with smart picking enabled. When the setting is turned on, the system will treat the existing stock as the oldest stock and will be picked first, new stock will be given dates as it comes in.

The option to always pick from Returns, Inspection, Put Away or Default Pick Face bin before oldest, means that stock will be picked from these bins in preference to older stock in the Bulk bin.

6.7. SOP Settings

General SOP settings:

The ‘Receive SOP Returns into bin’ setting dictates what bin sales order returns go to when processing in the handheld.

Add packing stage to sales order despatching: An additional stage in the SOP processing for packing orders can be created.

Once the item has been picked, a packing list can be printed and it can then be packed.

The stock is moved to a SOP:Packed Bin

The sales order can then be despatched from the packed bin.

Allow despatch of all picked items without confirming counts or serials – This allows all items that have been picked to be easily despatched in the handheld. In the picked window, click on the action button, the user can choose to despatch all picked items.

Allow despatching all sales order on a wave- allows sales order to be despatched from the wave pick screen on the handheld.

Disable despatch sales orders create a wave prompt – With this enabled the prompt for a user to be asked to create a wave on the handheld (see below) is supressed. This is also supressed if the user does not have access to wave picking.

Allow scanning sales orders that are not allocated when selecting a sales order to pick. With this setting on, unallocated sales order (that do not show in the sales order list in the handheld) can be selected by scanning a barcode for the sales order number. The barcode can be added to say a paper SOP document.

Scanning this barcode loads up the sales order.

You can then pick the lines by scanning/tapping the stock item and selecting the batch if required.

As the lines have not been allocated in Sage, the bin needs to be scanned to confirm where the stock is being selected from.

The option to allow sales orders to be allocated on the device allows sales orders to be allocated from the device. After scanning a barcode for an unallocated sales order, the user will be asked if the order should be allocated. Stating yes to this message will then allocate the order based on the Sage allocation rules.

The order then opens and can be picked/processed.

Allow stock items to be scanned first when picking- This allows the stock item to be scanned first during picking instead of the bin, the bin then needs to be scanned to confirm the pick. The auto select first expected bin (do not require bin scan) setting, will populate the expected bin once the product barcode has been scanned.

Automatically complete pick when scanning the last required item i.e. do not require pressing of the “Confirm” button. When you pick the last quantity of a SOP detail line, the system will auto confirm the pick.

Auto set the pick quantity to the required quantity when an item is selected (for traceable items only- this is so that the user will go straight to selecting traceable items). With this setting on, the user will not have to enter the qty on a SOP line for traceable items, they will just need to select the serial numbers. If batch numbers are being used, if the batch number is scanned then the full qty of the batch will also be set.

Enable cached picking.

With this enabled, sales orders will be grouped together and stored to speed up performance in the handheld. The 1st time an order is loaded in the handheld the list is stored, with each pick/pack the list does not need to be loaded again, which speeds up picking/packing.

When smart picking is enabled, it also does a soft allocation on the stock in the bin that is suggested on the handheld. This is used to prevent multiple pickers being sent to the same pick bin location to pick the stock which could cause stock out issues. When the system decides on the bin to send the picker to, any existing cache lists will be taken into account and the  subsequent pickers may be sent to different bins to where the apparent free stock is located.

Lock sales orders while picking on handheld device (except Wave Pick)- with this setting on, the sales order can not be amended in Sage, when the sales order is open in the handheld.

The sales order can also not be despatched in Sage.

Lock sales order pick/despatch selection while amending in Sage (except wave pick). With this setting on, if a Sage user is amending the sales order the handheld user can not access the order on the device.

Restrict multiple users from selecting the same sales order on hand held devices- This prevents multiple users picking the same sales order.

Show County Code on SOP List – The country code from the customer trading tab is shown on the handheld.

Ready to Pick Settings:

The ‘Ready to Pick’ settings allows the ready to pick flag to be used within sales orders to dictate what sales orders appear in the handhelds. This can be automatically set when all lines are allocated or when a pick list is printed. It can also be automatically unset on partial despatch.

The ready to pick flag has been included in the sales order list accessed from within the barcoding module.

The enable ‘Ready to Pick flag on sales order waves, controls whether SOP waves can be set as ready to pick- to control when they appear on the device.

Advanced Settings

Allow picking by zones for sales order processing: With this set, handheld users can then select zones they are working in and then pick sales order lines based on these zones.

Of the 4 lines on the sales order, only the 2 lines in zones C and D appear for the user to pick.

Any lines on the sales order that are already picked will appear for packing/despatching. There is no zone restriction on the SOP:picked or SOP:packed bin.

The zone picking also works on the wave pick screen.

Once the wave is selected only lines that are in the zones selected appear for picking.

The enable move to button on sales order despatch setting allows users to move the picked items to a specified bin location within a sales order e.g. a packing despatch bin location. In the picked window, click on the action button, the user can choose to move the items to a new bin.

Additional picked items can be moved into the same bin or a new bin.

The moved items can then despatched.

Enter number of boxes at despatch – allows the number of boxes to be entered at despatch. This is stored in a sql table and can be used for courier integration, the number of courier labels will be dictated by the number of boxes set. With this setting on, the ability to print box labels and put items into boxes from the SOP screen is suppressed.

Disable prompt for package dimension requirements. With this setting ticked the handheld user is not prompted to the enter the box dimensions when using packages on the device.

Hide Info tab on sales order despatch – With this setting on, the info tab within the sales order despatch screen in the handheld is removed.

Hide sales orders on handhelds if the sales ledger account is on hold. With this setting enabled, if the customer account is on hold, see below, the sales orders will no longer appear in the handheld. This is in addition to sales order on hold being hidden on the SOP list.

Prompt user for package during sales order- With this setting on, when a handheld user selects a sales order from the sales order list in the handheld, they will then be prompted to select a packaging item.

Once the packaging item is created the system will then use this when picking the sales order.

Sort picking list lines/items by Sage order display/print sequence- With this setting on, the sales order line in the handheld will be displayed based on the print sequence rather than the bin pick sequence.

Use sales order promised for date for the despatch date and invoice date (if invoice printing via handhelds is turned on). With this setting on, and when the report setting to print an invoice during SOP processing has been set, see below, the despatch and invoice date will use the SOP promised header date.

So, in the example below, the sales order was despatched on the device on the 22^nd April 2021, but the despatch date has used the promised for date of 24^th April 2021.

The setting to use SOP despatch label instead of Ad hoc label when printing labels during picking sales order lines, allows SOP labels to be used instead of the Ad hoc label.

Prompt the user to confirm if a bin is empty after picking: With the setting on, if a sales order pick results in the pick bin becoming empty, then the user will be prompted to confirm if the bin is actually empty.

The result then gets recorded in the warehouse notifications in Sage.

Enable despatch packages option: with this set there is a new option during SOP processing to despatch the package. This setting allows packages to be despatched before the sales order is fully despatched, so can be used where boxes need to be picked and despatched as they are completed.

The package can be selected and the action button then gives options to print the package label or packing lists. When the Sicon courier is installed, the option to change the courier is shown. The package can be despatched and a courier label created.

Enable ‘Distribution Order’ option – with this ticked, a field on the sales order becomes available to flag the sales order as a distribution order. With this ticked there is then a new field on the sales order line to enter a store id.

The store ID and associated store can be maintained in the maintain stores section within the barcoding maintenance window.

In the below example, each line has been linked to a different store ID.

When picking this order on the device, the user is then prompted to select the store ID they want to pick for.

Once a store has been selected, only the sales order line(s) that relates to the store to pick are displayed.

Set ‘Quantity to Despatch’ to picked quantity when despatching in Sage. With this setting on, after picking a sales order on the handheld, the qty to despatch is preset as the picked qty. In the example below some of the lines have been picked on the handheld.

When despatching in Sage, these picked quantities are used to set the qty to despatch.

Where lines are part picked, the system will despatch stock from the Picked:SOP bin. For traceable stock, the batches need to be confirmed if selecting batches at despatch.

Allow splitting of waves by line quantity : This setting requires cache picking to be on. With a value set in the setting, when selecting a SOP wave on the device, the system will assign the user the number of lines to pick based on the quantity set here.

In the example below, I have set the value to be 5.

A sales order with 20 lines has been created and added to a wave.

The quantity of stock items show on the wave.

When a user accesses the wave on the device, the system attempts to assign a stock quantity of 5 from the wave for the user to pick. In the below example the first 3 lines to pick total 4, the system has then add another line, so the total quantity to pick is 8 (stock line in the same bin are not split).

The lines can be picked and then wave pick finished.

If the wave is selected again by the same user or another user, a further 5 items are given to the user for picking.

A dashboard has been added to show which user is picking the waves and which section of the wave.

Force scan of package when picking / packing on sales order wave: With the setting on, when picking or packing into packages, the user will be forced to scan a barcode for the package.

Scanning the barcode for Cage1, sets the selected quantity to 4 and allows the line to be confirmed.

Van Picking:

The analysis codes for van identification and drop number dictate which sales order analysis codes to use.

Add packing stage to zone packer adds the packaging stage to the zone packer screen.

6.8. POP Settings

Receive PO’s into bin- The bin selected here will be used during the PO receive process and the putaway process.

Items requiring inspection go to bin – This bin is used for the inspection process.

With the setting to disable the ‘Due this week/overdue’ flag in receive purchase orders, all future purchase orders will appear.

Allow receipt directly into specified bin (to skip PutAway) – With this setting on, in the action button during PO receiving, you then have the option to put the stock directly into a bin.

Allow label printing during the put away process, enables the labels to be printed during the put away process, using the ad hoc label definition.

Allow to allocate/issue goods received to works order line. With this setting on when receiving a PO on the handheld, an additional option to allocate or issue the line to a works order line is given.

If this option is selected, the system will then show the stock items that have been booked in.

Once the line is selected, the user can then see any open works orders for the stock item.

A works order can then be selected and the item picked, and then allocated or issued to the works order.

When receiving batch items, always add to existing batch if the same batch already exists- this setting dictates whether an item should be added to the existing batch or create a new batch. If separate batches are required, then the stock item also needs to be set to allow duplicates. In the below example, we have created 2 batches for the same batch number.

Inspections:

Prompt user to select failed inspection items warehouse and bin location. With this option ticked, when failing an inspection on the device, the user can select a warehouse and bin to move the failed stock to.

With this unselected the warehouse and bin options below will be used.

Warehouse for failed inspected items – specifies the Warehouse to put failed inspected items.

Bin for failed inspected items – specifies the Bin to put in failed inspected items.

If quantity received does not match quantity expected when receiving a purchase order line, then flag items as requiring inspection – the stock will be received into the bin for items to be inspected.

6.9. Stock Control

With the first stock setting ticked the handheld will prevent a stock item being put into a bin that already contains a different stock item.

With the second setting set, when you come to pick serials numbers within the handheld on say a sales order or stock transfer the system lists out the available serials. There is also an option to select all serials. This setting only shows when the Sage stock setting to select serials at despatch is set.

Allow adding stock items barcodes when picking non traceable items, allows barcodes to scanned on the handheld and added to the stock item barcode in Sage.

The barcode gets added to the stock item and can be seen by clicking on the barcode button on the stock item.

Hide pick bins from bin selection dropdowns selection in Sage: With this ticked the temporary picked bins will not appear in bin selection dropdowns in Sage.

Include inactive stock items:  When enabled, this setting allows Inactive stock to be added, via the handheld, through the ‘Add Stock’ and ‘Dynamic Stocktake’ functions.

The following setting, will default the unspecified bin, as the bin to use when adding stock or adding a sales order line.

When selecting stock item, default bin to ‘Unspecified’. (This is only for add stock and adding sales order lines at the moment).

The following setting can be used to enable serialise items to be treated as unassigned. Serial numbers with this prefix are treated as unassigned serial numbers.

Stock items that use this prefix can be booked into stock.

In Sage the serial numbers have been created.

However, in the handheld, when you move the stock such as in the putaway process, the system treats them as unassigned.

The serials can be assigned during SOP picking

To speed up the assigning of these serials a QR code containing multiple serials can be created, with the serials separeted by carriage returns. This can then be scanned when assigning the serials. The below QR cotains 5 serials numbers, A121 to A125.

The QR code can be scanned when assigning during SOP picking and all 5 serials will be asisigned with one scan.

This multi serial number barcode can also be used at goods in.

The custom barcode feature allows for non-standard barcodes to be defined, so that the Sicon barcode solution can identify the relevant parts of the barcode.

The handheld barcode scanning enforcement for bins and stock items: dictates whether a user has to scan a bin or stock item or tap on it to select it.

When the enforcement is set to encourage, the user gets the following message, if they do not scan the barcode.

If they select yes, they are then prompted to put in a reason.

The reason is recorded in the warehouse notifications section in Sage.

With the setting to be enforced, the user has to scan the barcode of the stock item or bin.

Once the stock item barcode has been scanned, the quantity can then be manually adjusted (without scanning).

The ignore scanning enforcement on goods received and sales returns, will discard the enforcement required when receiving a purchase order or sales order return.

Allow sequential serial handling with first and last entry only. This allows the first and last serial numbers to be scanned or entered during add stock or receiving a purchase order. Tapping on the screen then gives an option for the system to auto populate the serial numbers in between the serials scanned.

Configurable description- allows an additional stock description to be generated from stock analysis codes or the manufacturer part number for all stock items.

Selecting the fields and then saving, creates the new description for each stock item.

The description can be seen on the stock item in the Sicon tab.

It has been populated from the corresponding analysis data or manufacturer part number.

On the handheld the configurable description is added to the stock name, so appears on multiple screens. E.g. stock enquiry and Put Away.

Where the option to include the analysis name is set, the stock analysis name is added to the configurable description and shows on the handheld.

Stock Transactions Analysis Codes:

On this screen, analysis codes set up for stock transactions, can be linked for use with the inspection process on the handheld.

On the handheld after inspecting the item, the user is prompted to populate the inspection analysis codes.

The values are stored in the stock history on the stock item.

They are also saved in the warehouse notifications within Sage.

6.10. Stock Transfer

The stock transfer tab in the settings allows the configuration of stock transfers between warehouses.

The last transfer number is used to generate the next stock transfer sequence number. You can set the default origin and transit warehouses. It is important that an in-transit is selected here rather than a standard warehouse as the warehouse set here is hidden within the standard Sage stock transfer screen.

You can set the internal area, which then dictates nominal postings. You can also enable courier and delivery code selection and maintain the lists of these. The enable bin selection, allows the bins to be selected during the creation of the stock transfer.

Set the default ‘’To Bin” to the highest priority bin (excluding priority 1), this will dictate which bin to default into the ‘To bin’ when creating a stock transfer. In the screen shot below, the bin C-A-01 has been defaulted in as this has a bin priority of 2

The internal area to use when auto issue items on receipt, dictates which internal area to use when stock items are auto issued when receiving a stock transfer. This requires the stock item to be set to auto issue on receipt.

The ready to pick flag settings, control when the ready to pick is set on the stock transfer

1. When printing the picking list
2. When all lines are allocated
3. Manually

The setting to ask for signature at despatch controls whether a signature is required when despatching a stock transfer.

The ‘hide the add new lines to pick option when creating new stock transfers on the device’ setting, will set lines that have been added on to a stock transfer on device to be picked.

For example, in the transfer below

A bin and stock item are scanned

Clicking on the action button, sets the item to be picked

With this setting off, the item would be added to the transfer, but would then need to picked.

With this setting on ‘Single stock transfer, set required quantity to current free/allocated total if batch is scanned’, when a complex barcode containing a batch is scanned on a single item transfer, the full batch quantity is set.

For example scanning this barcode, will set the transfer quantity to the full quantity of the batch in the bin, in this case 5.

The lock stock transfers setting, prevents the transfer from being processed in the handheld if a Sage user is editing the transfer.

If a handheld user is processing the transfer on the device, then it cannot be edited in Sage.

6.11. Stocktake

Write off category: This is used to dictate the nominal postings when stock is removed by the Sicon dynamic stock take. When adding stock, the issues nominal set against the stock item is used.

Tolerance: A tolerance can be set to prevent users in the handheld processing transactions that are above this tolerance level.

The traceable adjustments internal area, will set the internal area to be used on a Sage stock take when processing traceable items.

Stock take per batch: When performing a dynamic stock on the device, each batch will show on the stock take screen for counting.

This allows each individual batch to be counted separately in the bin.

Allow ‘found stock’ to be moved from ‘expected bin’ during count – With this setting on during a dynamic stock take on a batch item, if a batch is found in a bin that already exists in another bin, the user will be prompted to move the batch to the found bin.

The system will move the full expected qty from the original bin, once the new qty is confirmed then any adjustments will be made.

6.12. Replenishment

Replenishment stock requirement for: The number of days populated in this screen dictates what allocations the system will attempt to move when performing a replenishment movement.

Replenish when level reaches minimum/reorder- You can decide on whether to replenish stock based on the minimum or reorder level set against the bin.

Replenish from ‘Overflow’ bins will make replenishment suggestions to try to replenish from overflow bins.

Replenish from ‘Other’ bins will make replenishment suggestions to try to replenish from other bins.

Replenish future demand quantities- Will consider future sales order in the quantity to replenish

See the handheld features on replenishment below for examples

6.13. Sicon Manufacturing

If user has access to works orders, and adding a stock item that could be backflushed, default to always backflush instead of asking user what to do. setting dictates what to do when adding a built stock item (via add stock) on the handheld (when Sicon works orders are installed).

With the setting on, the above message is not shown, the system creates and backflushes the work order.

The setting to prompt for traceable components, controls whether a user is prompted to select the traceable components when backflushing a works order on the device.

When the setting is off, the system will use Sage fulfilment methods to determine which batches to use.

The default backflush quantity to stock item usual pallet in stock unit setting can be used to set a default quantity when backflushing e. g. a pallet qty.

The qty 12 has been defaulted onto the backflush qty.

The information banner informs the user where the qty has been set from.

The setting to select the component warehouse when adding stock built item stock, will prompt the users to specify the component warehouse.

This will then set the selected warehouse on the component lines on the works order.

6.14. Messaging

Allows developers to hook into a message service in the web api at the point of pick, pack and despatch. E.g. to allow printing of courier labels. When the Sicon courier module is installed, the despatch option needs to be ticked.

6.15. Settings on the Stock Item relevant to Barcoding

Barcode: with this populated the handheld will recognise the barcode based on this barcode field. If this is blank, then the stock code will be used instead.

Barcodes button

Additional barcodes can be linked to the stock item within the barcodes button. These can also be associated with a supplier, so will also appear on the supplier barcode tab. These barcodes can be associated from handheld at goods in or from the stock enquiry screen.

Inspection required when receiving purchase order: When you bring this stock item in on a purchase order, the inspection symbol appears.

When you receive in the stock it is put to the inspection required bin set in settings e.g. inspecitonreq bin. When putting this stock away, the system will move the stock from the inspectionreq bin to an inspection bin. See further notes below on the inspection process.

The inspection required bin is created with a bin priority of 6 and the inspection bin with a priority of 7.

Sicon stock Barcoding tab settings:

Unit of measure override on devices: This allows a unit to be selected to show on the handheld in the POP, SOP and transfer screens, even though the unit on the transaction may be in a different unit.

On the example below, the stock unit is Sq metre, but handheld users pick in boxes.

If a sales order is put on to sell the stock in Sq metres, the handheld will show this in boxes using the unit of measaure to convert the Sq metres to boxes.

On the handhled the user is asked to pick 4 boxes. Once processed in the handheld, the system updates the stock history records in Sage in the stock unit.

Ignore quantity when scanning complex (GS1-128) bacode: With this setting, on the quantity stored  in a complex barocde (identifier 30) will be ignored when scanning the barcode, the quantity will be uplift by 1 only.

Inner carton quantity/Outer carton quantity:  These can be populated in order to direct the handheld user to either the  Pickface, or Bulk bins for a single stock item, depending on the quantity required.  Quantities divisable by each carton quantity will be used to decide whether an Outer, Inner or ‘Each’ is required.  Please note, this is only available when Smart Picking is enabled.

Example

Inner Carton Qty              0

Outer Carton Qty             50

Stock Balances

Pick Face bin                      100

Bulk                                       995

Order Quantity                  330

Pick Allocation

Pick Face                                 30  (each)

Bulk                                       300  (6 x outer)

The handheld has stated for the picker to pick 30 from the pick face bin as this is less than 50 and then to pick the remaining items from the bulk bin (in packs of 50).

Where both the inner and outer carton quantity are set, then the inner caton quantity will be used.

If the outer carton quantity is less than the inner carton, then the outer carton quantity is used.

If the setting to ignore inner cartons is set, then the system doesn’t use inner cartons, only the outer carton quantities.

The usual pallet in stock unit is used by the system to know how many stock units make up a pallet. For example when adding stock on the handheld, if the stock item is scanned and then a pallet label scanned, the system will populate the qty based on the pallet qty.

The usual pallet quanity in box unit has been created to dictate how many box units fit on a pallet- currently this is not being used.

SOP picking priority overides – when poulated this will impack on the sort order of the sales order lines in the handheld. With nothing populated in these fields a sales order sequence will be sorted based on the bin picking sequence set up in the maintain locations screen

So in the SOP example below, the lines have been re-arranged in the handheld based on this sequence

If a value is put against the stock item then this will overide this sequence.

The toaster is now at the top of the SOP list. The list is sorted first on field one and then field two, so if values are put in the acs/mixer as follows, this will then appear at the top of the list.

Enable catch weight, with this setting if this stock items is put on a sales order, the qty picked on the order can be greater that the qty specified on the order. The sales order line quantity is updated to reflected the picked quantity. In version 20 we moved the catch weigh setting from a global setting to be product specific. This setting is only available when the Sage stock setting to select serials at despatch is set.

The weigh scales icon show for the stock item in the handheld to highlight the item is catchweighted.

When picking / packing on waves, don’t group the lines: With the setting on when multipe sales/works order lines are put onto a wave for the same stock item, when the user comes to pick or pack the line, each sales/works order will show the individual order. In the example below, for the acs/expresso from two sales orders on the main ‘To Pick’ screen the sales order numbers do not show.

When you come to pick the lines, the sales order numbers then show.

Hold picking this item if on a sales order, with this setting on, the item will not appear on the sales order for picking.

Batch Weights enabled: With this setting on the, when stock is recieved via a purchase order or add stock in Sage the user is prompted to add in a weight.

The weights are visible from the amend batches screen in Sage and the view batches screen.

When a dynamic stock take is performed on the stock item, the weight icon can be selected and the weight entered.

The in stock quantity of the batch is adjusted based on the new weight.

The current weight is updated on the batch in Sage.

Configurable description – see notes above in the barcoding stock control settings on how to configure this.

Auto set the pick quantity to the required quantity when an item is selected. This is the same setting as that set within the SOP settings, but has been made stock item specific. With this setting on, the user will not have to enter the qty on a SOP line for traceable items, they will just need to select the serial numbers. If batch numbers are being used, if the batch number is scanned then the full qty of the batch will also be set.

Barcode Setting Enforcement: These options will override the Encourage and Enforce settings, within the main Barcoding Settings, for this stock item only.

The labels tab controls label setting and label definitions.

Label required on goods received: With this setting on, in the PO on the handheld, the flag to state the item requires a label is defaulted on.

Note there is also a setting on the stock item supplier that can override this setting.

Default label quantity on goods received and blackflush: This setting can be used to control how many labels are required when good receiving or black flushing the stock on the device.

Example when good receiving:

Example when blackflushing:

Default label required per batch: With this setting on the option to print a label per batch is set when printing a label on the device.

The labels definitions section will show any labels that have been configured for the stock item.

Locations:

In the locations tab of the stock item, the bins linked to the stock item can be viewed/amended. The bin definition details have been added. When adding a new bin in Sage, the allocation priority can be selected from the list.

Against the bins you can also specify the re-order, minimum and maximum quantities used for bin  replenishment, see notes below.

Stock item Images

Images photographed on the handheld in the stock enquiry screen can be saved to to the Sicon stockitem images.

The images are saved within the Sage attachments folder.

Stock Transfer

The auto issue item when received setting will cause the stock item to be auto issued when a stock transfer is received.

6.16. Changes to View Item History Screen

In the stock item history screen, the handheld user that has processed the transaction shows against the barcode device. The user is the web api user set up for the barcoding system. This screen pulls the barcode user from the SiconWABhistory table- the Sage history table has not been updated with the handheld user.

6.17. Enable Module

Opens the enable module stings screen so manual strings can be entered.

7. Handheld Features

7.1. Logging in

To log into the app tap on the Sicon barcoding app.

Click on the server button, then scan the QR code from Sage setting screen to populate the server details and company number (these can be manually entered from the barcoding setting page in Sage if required).

The user name and password as set up in Sage can then be entered.

When the user has been set with a default warehouse, the user will then be logged into this warehouse.

Where there is no default warehouse set, the user will need to select the warehouse.

The features available in the handheld are controlled by the user permissions.

7.2. Receive Purchase Orders

In this screen, purchase orders that are ready to receive will show. You can decide to see orders due this week or to see all orders, by clicking on the due this week/overdue. You can also see/hide fully received orders, by clicking on the hide fully received orders.

When multi line purchase order have had some lines received, the following icon shows.

Orders can be searched for by the number, supplier details or by date.

Once an order is selected, the order details then show, the stock code, the POP part reference, stock item description, and requested line date (if populated).

The purchase order lines can be filtered by the line requested delivery date.

Product barcodes can be scanned to update the quantity to receive or quantities can be entered manually. Where items are traceable products the serial numbers also need to be scanned/entered.

If the stock item is set to require attributes the following icon will show, and tapping the icon will open the attribute entry screen. The attributes can be entered here, or when adding the batch information.

Once the items have been scanned/entered, the action button can be used to confirm the receipt, at this point a supplier GRN number is required. The stock can either be put to the putaway bin or direct to a chosen bin (assuming the PO setting to allow this has been ticked).

Where supplier barcodes are being used, if a barcode is scanned and the system does not match it, the system will prompt you to add the barcode to a supplier barcode.

The barcode is added to stock item supplier barcode field.

You can also print labels at this point using the action button, so that barcodes can be attached to the products when own barcodes are being used.

Where stock items are set to be traceable and the system auto-generates the number. When the stock is received the labels can then be printed with the serial/batch number created by Sage.

If the Sicon documents module is installed, then the user can also take a picture using the camera icon at the goods receive stage of say the delivery note. The image is saved against the goods receipt within Sage.

N.B. When the Sicon barcoding module is installed, the Sage multiple dates button on a purchase order is disabled. This is because part receipts on the handheld can not support these multiple dates.

7.3. Receive Container

If the Sicon Distribution module has been installed, and container management is enabled, the option to Receive Containers will show on the handheld.

Please note:  The Purchase Order supplier must be listed on the Stock Item, Suppliers tab, in order for the item to be displayed on the handheld device.

A list of containers is displayed.

Either scan or tap on the container number required.

With the ‘Show all expected supplier container items’ button on, all container items for a specific Supplier will be displayed.

With this button disabled, each item will appear as it’s scanned.

Tapping on the ‘Set all expected items received’ will populate the receipt quantity with the Purchase Order quantity.

Once all quantities have been entered, tap ‘Confirm’ to continue.  The booking in procedure laid out above, can then be followed.

If ‘Take Photo’ is tapped, the device will change to camera mode and a photo of say the goods received note can be taken. If the Sicon documents module is installed, then the image will be saved to the purchase orders linked to the container. The image can be seen on the purchase order by going to view purchase order, view docs.

Where the received quantities on the container do not match the full quantity, the system will prompt if the container should be part received at the end of the confirmation process.

7.4. Put Away Stock

In this screen, products in the Receive POs bin (e.g. unspecified or goodsin), will show.

Tapping the filter icon allows you to filter the list, to see items in the putaway bin or items requiring inspection or both.

You can then scan the product and a bin location to move the stock to the chosen location. The quantity of items in the bin show as does the maximum set against the bin and the bin priority and priority name.

If the product is scanned only, the system will give you a choice of where to put the stock based on the bin locations priority assigned to the product.

If a new bin (not assigned to the stock item) is scanned, then this can be added to the stock item and the stock moved to the new bin.

There are two options for putting items into packing units during the putaway process.

7.5. Splitting one item across multiple packaging units

In the putaway screen, select the packing unit the item is to be put into.

Clicking on the plus icon and then select/scan a stock item.

Clicking on the action button, will then split the quantity selected by the pallet qty set on the stock item.

Pallet numbers can then be entered via scanning.

Or by auto generating

Clicking on the tick, then saves the pallets

When the stock item is traceable, only one batch can be added to the pallet at once.

7.6. Putting multiple different items onto the same pallet

In the putaway screen select the stock item that is to be put away.

Clicking on the packaging icon enables a packaging type to be selected.

The packing number can then be scanned or entered.

The pallet can then be selected and the item quantity can then be entered to put the items into the packing unit.

Other items can also be added to the same package.

The selected items are then recorded as being on the package unit, in this example on a pallet.

The pallet can be selected and all its contents put away together to a new bin.

Clicking on the following icon, lets the user amend the pallets or break it up.

7.7. Wave Put Away

This allows multiple items in the Receive POs bin (e.g. unspecified or goodsin), to be combined into a Wave.

Clicking on the plus button allows items to be added into a new wave.

Scanning the item barcode takes the user to the item on the list, entering a quantity of 1.

The quantity required can then be entered.  This process is repeated until the user has scanned all items required.  On clicking the tick button the user is asked if they wish to create a Wave.  The Wave number is then system generated.

On selecting the Wave number from the list, the user can scan the item and enter the required quantity for the bin.

The bin shown is the default pick bin for the item.  This can be changed by scanning an alternative bin.

7.8. Inspect Stock

This routine is used to handle stock items that are flagged as requiring inspection (against the stock item). When they are bought in on a PO, they are received into the inspection bin (specified in the barcode settings). When the stock is put away, the system will prompt the user to put the stock into an inspection bin. If there is no inspection bin for the stock item you can create one.

Once in the inspection bin, the inspect stock option is used to inspect the stock and either pass or fail the stock.

If you pass the inspection the stock is moved to the goods received bin to then be put away. If you fail the inspection, the stock is moved to the failed inspection warehouse and bin specified in the barcode settings.

Within the barcoding POP settings, there is a setting to allow the handheld user to move the stock into a warehouse/bin of their choice when failing the stock. See the notes within POP settings for details.

On the Put Away screen the filter can be used to only show items that require inspection.

7.9. Despatch Sales Orders

This feature allows you to pick, pack and despatch sales orders.

You can search for orders, by Sage order number or customer order number or by customer, the orders appear in promised date order (the earliest of the SOP promised for header date or line date) and then order priority. The orders that appear in the handheld can also be controlled by a SOP ready to pick flag on the SOP.

This can be set manually on the sales order or can be set when the pick list is printed (see the sales order processing tab in the Sicon barcoding warehouse settings in Sage) or can be set by the system when all lines are allocated.

The order of the lines on the sales order can be set by setting the bin sequence in the maintain locations settings of the system. This can be used to control the picking sequence of the order.

In the handheld a product is then selected or scanned (or bin scanned) the quantity to pick is confirmed.

The item then moves to the picked stage.

You can then have a number of actions to print despatch labels if required, this can be for the lines with quantities populated or all picked items. Or move the items to a new bin location (if the SOP enable move to setting has been turned on), print a packing list, despatching the items with quantities selected or all items, or put the items back.

Where the Sicon documents module is installed, when a SOP despatch note is printed it is also saved to the sales order.

The system can also be configured to email out the despatch with the use of document distribution. Within Sicon document distribution settings, set up a from address and from name and tick to email barcoding notification from Sicon Distribution. If Sicon courier is installed then the courier option can be set, but do not tick both.

Set up the email details in document settings.

Assign a contact role for the email, the system will pick up the email on customer contact belonging to this role.

An email template can be set up to use when emailing the despatch note.

With this configured as above, the system will email the despatch note to the email on the customer account after despatching a sales order on the device.

The despatch note gets saved to the sales order in Sage.

7.10. Filtering Sales Orders

The sales order list can be filtered using the filter symbol at the top right of the screen. You can then filter by whether orders need to be picked or packed or by analysis or sales order priority and by country code. The filtering is saved per user until they log out of the device.

The box symbols to the right of the sales orders dictate whether the order the order has been part or fully picked. A part picked order shows the black box, a fully picked order shows a white box with an arrow on it.

7.11. Printing SOP box labels

From the SOP info screen, there is an option to print SOP box labels. This prints the SOP Box Label report to the default printer of the user/warehouse.

You can temporarily hide SOP lines in the handheld by long holding on the SOP line and selecting to hide the line.

A reason can be selected, which then gets recorded in the warehouse notifications screen.

7.12. Picking into boxes or other packaging items

In a sales order there is the ability to put items into packaging units e.g. boxes, pallets etc.

Tapping on the box symbol, then opens a screen where you can decide what type of packaging type to use: bag, box, pallets, container, vehicle, tote or none.

You then scan a barcode to populate the packaging number or get the system to autogenerate a number based on the label number and prefixes set in the label settings and print the label.

You can then pick the sales orders into this packaging unit.

This process can be repeated for each packaging unit required e.g. the other box can be selected, until everything is picked.

When the packing stage is enabled, an additional packaging unit can be selected e.g. the boxes can then be packed onto a pallet.

The packaging units are then linked to the sales order line and are shown in the packaging tab. Both the boxes and pallet show in the example below.

7.13. Despatching the SOP in the handheld

If the Barcoding Setting ‘Allow despatch of all picked items without confirming counts’ has been set, the picked items can then either have the quantities re-entered for despatch or the values can be left zero and the ‘Despatch All Picked Items’ can be selected when confirming despatch.

On completing the despatch, the screen shows the boxes used. Tapping on the line will allow the packaging dimensions and weights to be entered, if required.

The items can then be despatched.

The packaging dimensions and weights can found in View Order, and selecting Despatches.

On selecting Packaging, the details entered at Despatch will be displayed.

7.14. Assigned serials during SOP processing

Serial stock items that are not set to record serial numbers when the goods are received, can have their numbers assigned during SOP picking.

The Sage setting to select serials at despatch needs to be set and the barcoding stock control setting to show a list of serials also needs to be set.

7.15. Adding sales order lines from the handheld

With the user setting enabled allow add sales order item/line, on the information tab of the sales order an add to trolley button appears.

Clicking on this icon, then opens the following screen, where bins and stock items can be scanned or selected and added to the sales order.

The item is added to the sales order and picked

7.16. Action button on SOP pick screen

When picking a SOP if there is a problem with the bin barcode it can be recorded into the warehouse notifications. When picking from this bin the system will then show the hazard symbol to state there is a problem with the bin barcode.

Selecting change bin in the actions allows stock to be picked from another bin. Note the change bin option does not show when batches are selected at allocation and the SOP line is traceable or if a quantity has been entered.

The action to show sales order info, shows the sales information for the order. N.B. The SOP analysis codes only show when populated.

7.17. Printing Courier Labels

With the Sicon courier module configured, a courier can be selected at despatch and a courier label printed using the courier API.

The courier label and information is saved against the sales order despatch.

7.18. Taking a photo during SOP

With the Sicon documents module installed, there is the option to take a picture during SOP despatch and for the system to store the image against the sales order in Sage.

On the handheld within a sales order there is a camera icon on the ‘To Pick’ ‘To Pack’ and ‘To Despatch’ screens.

Tapping on the camera icon, opens the camera and allows a photo of the items being picked, packed or despatched to be taken.

Once saved, a camera image icon shows the number of photos taken.

The order can be processed as normal, additional photos can be taken at packing and despatch if required, once despatched the photo is stored against the sales order in Sage.

7.19. Creating Waves from the Handheld

If a sales order is selected from the despatch sales orders menu, the system will prompt the user to ask if they want to combine other sales orders that are for despatch to the same customer and delivery address.

This feature is controlled by this barcoding SOP setting.

Clicking on yes, shows the orders that can be combined onto the wave. The orders for the wave can be selected.

Clicking on the tick option then adds these to a wave and opens the wave.

The wave can then be processed as a normal wave pick, a box label can be printed and the items picked into a box.

Selecting the despatch package icon, allows the box or boxes to be selected.

The action button, then lets the user re-print a package label, print a packing list, change or set the delivery service and despatch the packages.

When despatching the package, the system will create a courier label for each package, and a despatch note for each SOP. Each sales order despatch is updated with the courier details.

If the orders are not picked into boxes on the device, the wave can be despatched and the number of boxes entered with dimensions if required and a courier label and despatch notes generated.

The option to enter the boxes and dimensions are controlled by these settings.

The option to allow packages to be despatched within the wave is controlled by this setting.

7.20. Amend Despatch Sales Orders

A list of despatched notes and the corresponding sales order can be seen in this screen.

Once a delivery is selected the quantities can then be amended, which then updates the despatched quantities in Sage. The amended lines are returned to the goods in bin and the lines remained allocated on the sales orders.

7.21. Despatch Packages

Allows closed packages to be scanned and then despatched, updating the stock and any sales order linked to the package. An example of where this could be used, is to allow sales order items to loaded onto pallets, the pallets closed and moved to a despatch area, the pallets can then be despatched via this despatch packages option.

7.22. Weighing Scales

Integration with weighing scales can be configured. To achieve this an android device with a USB import linked to an Adam weigh scales need to be set up. The Sicon barcoding app can then be installed on the device.

Sales orders for catch weighted stock items, can then be processed on the terminal. During sales order entry the sales order description can be amended to assist with picking.

The sales order can be selected on the terminal and the stock item selected, as the items are placed on the weighing scales, the quantity on the sales order line gets updated.

The sales order can then be picked, packed and despatched. The quantity on the sales order in Sage gets updated.

For traceable stock items that are catch weighted, the weighing scales will update the selected batch during SOP processing.

7.23. Tilted Wave Pick

When combined with the tilted picking software, http://www.tilted.co.uk/services/ sales orders can be grouped together, so that one combined sales order is sent for picking in the handheld.

7.24. Wave Pick

This allows multiple sales orders to be combined into one pick.

Waves created in Sage will appear in this screen. The icon on the right indicates the status of the wave, to pick, part picked or fully picked. The list can be filtered using the filter option.

Clicking on the plus button allows sales order to be added into a new wave pick. The wave number can be system generated or a barcode for the wave number can be scanned.

Multiple orders can be added to the wave, when picking the wave the combined quantities of the sales order lines are shown for picking.

Once the wave has been picked, the wave can be marked as completed.

The individual sales order should be packed in the SOP packing screen.

Alternatively, if the barcoding SOP setting to allow despatching wave picks is set, then all the orders on the wave can be despatched from the wave pick screen.

This prints the despatch note for each order separately and completes the wave.

When the Sicon document module is also installed, users can take a photo during the wave pick process and the photo is stored on all sales orders on the wave.

7.25. Wave Pack

Allows waves to be selected and packed.

Waves can be selected and then packed.

And then despatched.

7.26. Tote Pack

This combined with tote picking, allows collated sales orders to be process using tote boxes.

Sales orders can be combined onto a wave using the SOP wave functionality.

In the handheld, during SOP wave picking, the items can be picked into a tote.

The tote boxes can be scanned on the info tab

When picking the items, the system then confirms which tote to add the items to.

Alternatively, the tote can be added during picking, so that multiple orders can be picked into one tote.

The lines can then be picked into the tote box

Once picked into the tote, the wave can be confirmed.

In the Tote Pack in the handheld the tote barcode can be scanned to show the sales order or sales orders linked to the tote.

The order can then be packed and despatched.

7.27. Van Packer

Where sales orders have been combined onto a van pick these can be selected in this screen.

Once selected, if other users enter the screen, they can see which van waves are being worked on.

7.28. Van Picker

In the screen the handheld user confirms which zone, they are picking in.

The handheld will then show any orders lines from the van wave being  worked on that relates to this zone. In the examples below for SOP 0000005121, the blender and toaster are being picked from bins in zone A

Whereas the espresso and mixer are in bins in Zone B

This feature allows multiple handheld users to pick the same sales order from different zones and only show the lines that each user needs to pick.

Once the lines have been picked, the zone packer can then pack the sales order.

Clicking on the icon highlighted, shows which users are logged into the zones picking.

The Sales order can be processed as required (packed and despatched).

Where multiple orders are being packed onto the van, the next order can be selected.

Once the next order is selected by the packer, the pickers then see the next lines that need picking for the order.

7.29. Receive Sales Order Returns

Allows sales order returns to be processed and bought back into stock. Clicking on the camera icon, allows a photo to be taken and stored against the sales order return (the Sicon Documents add on is required).

The image can be viewed in Sage against the sales order return.

7.30. Despatch Stock Transfers

This feature is used to process stock shortage transfers created in Sage or on the device. Once the stock shortage transfer has been created and the ready to pick flag set, it can be despatched from the handheld.

Once the stock transfer has been selected, there is an info tab to show the details about the transfer.

Items can be picked, packed (if enabled) and despatched from the sending warehouse and a despatch note printed. The stock items are moved into the in transit warehouse.

A signature can be linked to the despatch. This is controlled by the barcoding stock transfer setting to ‘ask for signature at despatch’.

Transfers can also be created from within the handheld, by clicking on the + button on the transfer screen.

The sending warehouse can be selected.

And then details and items added to the transfer.

Stock items can be added in the items tab, by scanning/selecting the bin and stock item and the pressing the action button to add them to the transfer.

The receiving warehouse can be amended by tapping on the warehouse icon and selecting a different warehouse.

Once the transfer has been created it can be despatched using the action button on the items tab. This requires the barcoding stock transfer setting to hide the add new lines as otherwise a new transfer will be created and will required picking.

Where stock transfers are created on the device, a flag on the stock transfer is set to indicate it was created from the handheld.

If stock transfers are part despatched then the remaining items to be despatch are created onto a new transfer.

In the example above transfer 0000000019/001 has been created off the back of transfer 0000000019 for the undespatched acs/blender.

7.31. Receive Stock Transfers

Stock shortage transfers can be received in the handheld, the transfer can be found and then selected when the handheld user is logged into the receiving warehouse.

An information tab is provided. The items can then be received in the receive tab. If the stock is being received into a new bin and warehouse for the stock item, then this is created as it is received.

Where stock items are set to auto issue when the stock item is received, the system will automatically issue the stock out of stock.

7.32. Multi Item Transfer

This feature can be used to move multi stock items between bins in the same warehouse. A transfer is first created by clicking on the plus button, then a bin is scanned/selected, the stock items in the bin can then be scanned/ selected.

All stock in the bin can be selected by tapping the action button and selecting transfer all stock in bin.

The stock can then be moved to a picked:transfer bin

Other stock from the same or different bins can be added to the transfer to build up a number of items to transfer, creating a stock transfer.

Once an item is selected or scanned, then the system will suggest a bin to move the stock to. If you scan an alternative bin, the system will add this bin to the stock item.

You can then select the bin and confirm the transfer.

Alternatively, you can move all stock in the transfer to the same bin.

7.33. Single item Transfer

Allows a user to scan/select a bin, scan/select a single stock item and then move it to a new bin bypassing the picked:transfer bin

Where the handheld user has permission to perform a dynamic stock take, there is the option to do a stock take on the receiving bin.

Once the dynamic stock has been confirmed the system takes the user back to the transfer, which can then be processed.

7.34. Warehouse Transfer

This feature can be used to move free stock (not allocated) stock items between Warehouse locations. The originating warehouse is defined by which warehouse location the handheld is logged into.

Transfers can be created by tapping the plus button and scanning the relevant bin, then selecting the stock code.

A quantity can be entered and the line picked into a Picked:Transfer holding bin.

Once all items have been entered, return to the main Warehouse Transfer screen.  This will show the transfer number created.

To finish the transfer, tap on the number required and either tap on the current location at the top of the screen or the warehouse icon at the bottom.  This will display a list of available transfer locations.

Select the correct location.  More items can be added using the plus icon if required.

The warehouse transfer can be completed in two ways, either tap the stock lines and put each line away individually.

Or select the action button from the main putaway screen and put all items into the same bin.

7.35. Issue/Return Stock

A stock issue/return in the handheld can be created.

A list of items to issue can be built up by scanning bins and products which then appear in the issue list.

You can then issue the items. If an item needs to be removed from the list, press and hold the line to remove and then click on remove item.

In a similar way you can return items to stock, using the return from internal option.

7.36. Project Issue/Return

You can use this feature to select and issue stock items to and from a Sicon project.

You can also select phases, stages and activities where these have been set up for the project. If there is only one phase, stage and activity for the project this will be automatically set.

An internal area can be selected and a 2^nd reference added if required. The default project header set on the stock item will be used, unless a different project header is selected.

A list of stock items to issue to the project can be built up and then issued to the project.

Items can be removed from the list if required.

7.37. Add Stock

This feature can be used to add stock to the system, by scanning products, then selecting or scanning a location. An optional reference and second reference can be added, and the system can prompt to print a label (if an add stock label has been set up in the label settings).

If stock is added for a built item and the barcode user has permission to the Sicon works order features in the user settings, the following screens will show.

Clicking on yes to backflush the item will create a Sicon works order in Sage and process the works order to create the built item. In the barcode stock control settings, there is a setting to default this to always backflush and not ask.

Where the finished item is a batch item that is not set to auto generate the batch record, the user will be prompted for the batch number during the add stock process.

If there are component lines that are traceable and the setting to prompt for traceable components when backflushing is on, the bin needs to be scanned and the batch set.

If the setting is off, the user is not prompted to specify the batches for the traceable items, they are simply used on a FIFO basis.

If a built item is scanned on add stock and the setting is on, then the user is prompted to specify the component warehouse to use for the component lines.

7.38. Write Off Stock

This enables you to build a list of stock items to write off.

7.39. Works Order

Allocated works order component lines can be picked and issued in the handheld.

Clicking on the + button in the issued tab, then gives the ability to select a reason and then scan additional stock to add to the works order.

These additional items are added to the works order in Sage.

When picking the item, a label can be printed if required.

Once the works order lines have been issued, the finished item can be booked in.

A works order label can also be printed at this point if a works order label has been configured in the label settings.

Works lines can also be unpicked in the handled, using the action button and put items back option.

Issued works order lines can be unissued, by clicking on the action button and selecting un-issue.

The items to un issue can be selected and returned to a bin

Where traceable items are pre-set on the works order, these then show on the device for use when booking in the works order.

7.40. Backflush Works Orders

Works order can be backflushed from within the handheld. A works order can be selected and then processed e.g. WO00000024 has been backflushed in the example below. There needs to be available component stock for the backflush to process. The backflush routine can be used across warehouses.

Traceable works orders can also be backflushed in the handheld.

If any of the works order components are traceable, these need to be selected.

The works order can then be booked in.

When the Sicon works order material setting is set to use Sage SOP fulfilment settings, then during the backflush routine on the handheld, the user will not be prompted to select any batches for the traceable components, the system will base the batch to use based on the stock fulfilment setting.

7.41. Works Orders Wave Pick

Allows Sicon works order waves to be picked in the handheld.

Where the barcoding stock item setting is set to not group the lines on the wave, when picking the line, the individual works order numbers then show e.g.

Once all the lines are picked, the wave can then either be completed or the lines can be issued and the wave completed.

Where the wave is simply completed, the works order lines will need to be issued on each works order separately.

7.42. Build Kits

Allocated kit items can be picked and built in the handheld.

If the kit item has been created on a sales order and the kit created. You can process the kit during SOP despatch, with the system despatching out the kitted item.

The Kit internal area in the Sicon kitting settings needs to be populated for Kits created on a sales order to appear on the device.

7.43. Disassemble Kits

Allows kits to be disassembled on the device and the kit components returned to stock. Stock item that are linked to kits that have been previously built will show and items in stock that have kit template set up.

If a kit item is selected then the following screen is displayed

Clicking on yes will disassemble the kit and return the kit components to stock.

When a stock item not linked to a kit is selected, the following screen is shown.

The bin that the finished item stock is located needs to be scanned/selected and if the item is batch traceable the traceable record needs to scanned/selected.

In the components tab, the component from the kit template will show.

The quantities of the kit components can be set (and batch information entered if required).

Clicking on the action button, then disassembles the kit.

7.44. Stocktake

A Sage stock take is created and saved and printed in Sage.

The stocktake will then appear in the handheld and can be selected.

Bins can then be scanned or selected and the items in these bins counted. Where the stock item is a batch or serial item, the batches or serials need to be recorded.

Confirming the counts, updates the actual quantities into Sage

An enter serial numbers, and an internal area for traceable adjustments to dictate where to post nominal adjustments has been added to the above standard Sage screen.

For serial numbered items, when completing the stocktake in Sage, the system displays the serial numbers to add/write off.

You can then view the details in each bin of the items to add/remove. You can also access this screen from the enter serial numbers button in the Sage enter stock values screen.

You can then complete the stock take and the system will adjust in/out the traceable stock as required using the nominal set against the internal area to post journals where the nominal is integrated to the nominal.

If a bin is part counted, the count can be saved and the bin then recounted. In the stock take the option to hide counted bins needs to be unset. The user then has an option to continue with the count, so values are not lost or recount the bin so values need to be re-entered.

If the Sage option to display the expected quantities is ticked, then the expected quantities will show on the device.

If a Sicon stock item image has been saved to the stock item, this shows on the stock take, so the user can then open the picture on the app.

7.45. Dynamic Stock Take

Allows Sicon dynamic stock takes to be created/processed from within the handheld. Clicking on dynamic stocktake, will display any open dynamic stock takes that can be selected. Clicking on the plus button allows a new dynamic stock take to be created.

Selecting a dynamic stock take from the list, then prompts the user to select the bin to count.

If items are found in the bin that are not expected, these can be added using the add found item button, scanning the found item and confirming.

Once the items have been counted, a tick appears to confirm they have been counted.

If an item has a zero quantity, the tick can be manually set.

NB return bins that have a priority of 1 or 9 (with smart picking on), will not show lines with a zero quantity if the dynamic stock take has been created on the app.

Once all the items in the bin have been counted, clicking on the main confirm button updates the quantities to the Sicon stock take.

The dynamic stock takes can be reviewed in Sage in the dynamic stock take results window and also show in the warehouse notifications.

For dynamic stock takes created for a stock item, there is the ability to add a new bin to the stock take (if stock is found in another bin during a stock take).

The added bin can then be counted.

7.46. Replenishment

Replenishment records that have been created in Sage can be selected in this screen.

The replenishment bin/bins are displayed in the screen, scanning a bin, then opens the screen to select the stock items.

The stock quantity can be scanned or entered, the movement can then be confirmed to move the stock from the bulk bin to the picked:replen bin.

The stock can then be put away into the desired pick face bin.

7.47. Despatch Hire Transfers

Allows transfer of fixed assets set for hire between warehouses.

Assets to transfer between hire warehouses are first created in Sage within the Sicon hire module.

The transfer then appears in the handheld and the asset can then be selected. Clicking on ok moves the stock into the in transit warehouse (as set in the Sicon Hire settings, fixed assets tab).

7.48. Receive Hire Transfers

The user can then log into the receiving warehouse and receive the hire transfer.

7.49. Stock Enquiry

Allows users to scan/enter a bin or stock item or batch/serial number or shipping container (when enabled) to enquire on the item. When entering the stock item manually you can enter part of the stock code and then select submit, the system will then show a list of matching stock items.

When entering a bin, the system then shows the stock items in stock in the bin. The quantities of the stock and also whether the stock is free stock or allocated to a transaction such as a SOP or Sicon transaction.

Toggling the hide zero stock bins, will then show any stock items linked to the bin with zero stock.

If a stock item is entered/scanned, the system displays information about the stock item and where they are located.

The locations screen, shows the bins set against the stock item, the allocation priority, and whether the stock is free stock or allocated. Highlighting a bin, then gives the option to change the bin priority, when setting a new priority, the system pops up a message to ask if the bin priority on all stock items in the bin should be changed.

In the example, above bin C-A-01 has been changed to the main pick face bin (priority 2). By changing this bin to priority 2, the system has then changed bin A-A-01 the old pick face bin (priority 2) to be an overflow bin (priority 3).

You are able to add a bin to the stock item by tapping on the plus icon. You can then scan or enter a bin to add it to the stock item to create the bin against the stock item (the bin must exist in the maintain locations screen to be added -if the user setting to allow creating bins even if bin does not exist in the maintain location list has not be set). The new bin can be seen, if the option to hide zero stock bins is disabled.

The on order screen, shows a list of purchase orders when the stock is due in, and the order and outstanding quantity.

For traceable stock item, there is an additional batch/serials tab to show the traceable records and where they are located.

When a batch or serial number is scanned/entered from the stock enquiry screen, the system will identify the stock item and show details.

Where the stock item has attributes, these can be seen from the locations tab.

If enable packaging has been set, a package barcode can be scanned and the system will then display the package contents.

When an ad hoc label has been configured in the barcode label settings within Sage, a print label icon will appear in the stock info screen.

You can then print a label for the item.

You can also take a picture of the stock from the stock enquiry screen, by clicking on the camera button in the bottom left corner. Saving the picture, replaces the camera icon with the photo.

The stock image has been saved to the stock image on the stock item.

The image can also be viewed when picking the stock item, by clicking on the image icon to the right of the product code.

Barcodes can also be added to stock items from the stock enquiry screen. To do this select a stock item by entering it manually.

A barcode can then be scanned from this screen and linked to the stock item.

7.50. Change Warehouse

Allows a user to switch between warehouses depending on the users access to these companies in the barcode settings.

7.51. Settings

Refresh application data, will update the data on the handheld.

Print Service Status- Can be used to check on the status of the print service, spooler and updater service.

The print service can be started from here, to ease printing issues.

Set Default Printers- allows printers to be selected against the user logged into the handheld.

To remove a printer choose the option of none – remove default printer

Barcode Search

Allows a barcode to be scanned and for the device to show any linked barcodes and what it identifies the barcode as (stock item or bin). In the below example, a barcode for acs/blender was scanned. The results show it is a stock item and the Sage and Sicon barcodes linked to it.

Bluetooth devices, is used to link devices to the handheld. A blue line shows when a device is connected.

Weighing Scales: Allows set up for weighing scales to be configured based on the weighing scales settings.

Display Settings:

Allows for the type of dates to be set either calender, sliders or keyboard, this setting is used when entering dates on the device.

NFC Setup: Allows NFC tags to be configured so that they can be used to log in users.

For NFC compatible devices, linked the tag to use user in this screenYou can then use the NFC for logging into the device from the login screen.

Change Picking Zone:

Allows the zones the handheld user can pick from to be set (when zone picking has been enabled).

Check for App Updates

This will check for any app updates and return a message where the app needs updating. When no update is required no message is returned.

The version number of the app is displayed at the bottom of the settings screen. This should match the Sage version number seen in the settings page.

7.52. Log Out

Logs the user out and takes the user to the login screen.

7.53. General Points.

During the picking process a SOP/WO/KIT/ST/Transfer temporary pick bin is created. These are deleted once the transaction has been processed.

8. Warehouse Layout and Bin Numbering for Sicon Barcoding & Warehousing Projects

The warehouse will usually have Isles, Bays and Shelves and the logical way to define these would be in this order. It makes it easy for new staff or those unfamiliar with the warehouse to quickly locate a specific bin location.

The Barcoding App will guide the users to put away or pick using the bin location sequence (alpha numeric) which may not be the most efficient order in which to move around the warehouse and pick or put away.

For example some sites will travel down one side of an aisle and then back up the other. Others may choose to move across the aisles and pick from bins on both sides as they move down the aisle. This is typical when the aisle’s are not very wide and there is not room for people to move both up and down and pass each other in an aisle.

In order to allow for maximum flexibility we allow a ‘Pick Sequence’ to be added to each bin location. If this is populated then the barcoding App will follow the pick sequence and not the bin location sequence.

Our recommendation would be to keep the layout logical, as in the examples below, and change the pick sequence via the import until you achieve the most optimum warehouse movements.

9. Barcode Scanner

You can either use an External Bluetooth Scanner (e.g. JM Prime S700-CCD-BT) or a Built-In-Scanner (e.g. Seuic devices) with the Sicon Barcoding & Warehousing module.  This section explains how to connect both types of scanner.

9.1. External Bluetooth Scanner (e.g. JM Prime S700-CCD-BT)

1. Ensure your handheld scanner is turned on, this is usually done by holding down the trigger until it beeps and a light turns on.
2. Turn on Bluetooth on your handheld device and pair it with the scanner using the pairing code found in the scanner instruction manual. It will then be paired.
3. Depending on the scanner configuration, you may notice a keyboard icon in the notification bar. This means the scanner is acting like a keyboard, which will disable the on-screen keyboard. If your scanner has a “Serial” or “SPP” mode, this may be preferable as it will not disable the on-screen keyboard. The following steps will configure this mode. If your scanner does not have this mode, configuration is complete.
4. Enable SPP/Serial mode on the scanner, this is usually done by scanning a combination of barcodes found in the instruction manual. You will find that the keyboard icon in the previous image has gone.
5. Inside the Barcoding application, navigate from the Main Menu to “Settings” and then “Bluetooth Devices”. It will show a list of paired devices. Tap the list item for the scanner and the scanner will beep as it connects. There will now be a blue line at the top of the screen, which means the scanner is connected to the application.
6. From now on, when the application starts or wakes from sleep, it will try to connect to that scanner automatically. If the scanner is not turned on at that time, it will fail to connect. If you wish to reconnect the scanner while the application is running, you can tap the “Scan” button on any screen that accepts barcode.

9.2. Built-In Scanners (e.g. Seuic devices)

Being built-in, the scanner itself will not need configuring, but there are some software settings to consider.

1. Open the “Scan tool” application.
2. Ensure the ‘Barcode Send Model’ is set to ‘Broadcast’.

In the scan tool, you can also check which types of barcodes the device is set up to use e.g. if QR codes are to be used, then the device needs to have QR codes turned on.

9.3. Printing from the Scanners

In order to print from the scanner, the printer must first be added to the network.

The printer then needs to be added to the WebAPI User, in order for it to be available to select in the Barcoding & Warehousing Settings>Labels/Reports.

1. Log in as WebAPI User
2. In Control Panel, select Hardware>Add a device
3. Select and add the printer to be used with the scanner
4. Log out as WebAPI User and log into Sage as a standard user. In Barcoding & Warehousing Settings>Labels/Reports the printer will be available in the drop-down list.

10. Printing Methods & Recommended Equipment

There are two thermal printing methods that we would recommend when setting up your system, each technology can produce one and two dimensional barcode symbologies, graphics and text at the same print resolutions and speeds.

WHAT IS THE DIFFERENCE BETWEEN DIRECT THERMAL AND THERMAL TRANSFER PRINTING?

In the simplest terms, thermal transfer printing utilises a thermal ribbon and direct thermal printing does not.

Each method uses a thermal printhead that applies heat to the surface being marked. Thermal transfer printing uses a heated ribbon to produce durable, long-lasting images on a wide variety of materials. No ribbon is used in direct thermal printing, which creates the image directly on the printed material. Direct thermal media is more sensitive to light, heat and abrasion, which reduces the life of the printed material.

WHY DIRECT THERMAL AND THERMAL TRANSFER ARE THE BEST TECHNOLOGIES FOR PRINTING BARCODES?

Thermal label printers are ideal for barcode printing because they produce accurate, high-quality images with excellent edge definition. Thermal printers are engineered to print within tight tolerances and to produce the exact bar widths that successful barcode printing and scanning require. Each technology can produce one and two dimensional barcode symbologies, graphics and text at the same print resolutions and speeds.

10.1. Direct Thermal Printing

NB: this requires a Thermal Label

• This method of printing requires a heat sensitive label material. The print head elements come into direct contact with the heat sensitive material where the heat from the elements causes a colour change in the material to create the printed image.
• Direct thermal printing uses chemically treated, heat-sensitive media that blackens when it passes under the thermal printhead.
• Direct thermal printers have no ink, toner or ribbon.
• Their simple design makes thermal printers durable and easy to use.
• Because there is no ribbon, direct thermal printers cost less to operate than inkjet, laser, impact and thermal transfer printers. Most mobile printers use direct thermal technology.
• Thermal media images may fade over time. If the label is overexposed to heat, light or other catalysts, the material will darken and make the text or barcode unreadable. For these reasons, direct thermal printing is not used for lifetime identification applications. The readability of direct thermal labels, wristbands and receipt papers varies greatly depending on the usage conditions. However, the technology provides ample lifespan for many common barcode printing applications including shipping labels, patient and visitor identification, receipts and ticket printing.
• Direct thermal labels can easily remain scannable after spending six months in storage in a distribution centre.
• Common thermal printing applications include: shipping labels, including compliance labels; receipts; pick tickets; coupons; event tickets; citations and parking tickets; name tags; visitor passes; ….and more.

10.2. Thermal Transfer Printing

NB: this requires a Thermal Ribbon

• This method involves the thermal print head elements (dots) heating the backside of a thermal transfer ribbon to melt and transfer the compounds on the front side of the ribbon to the label material, thus creating the printed image.
• A thermal printhead applies heat to a ribbon, which melts ink onto the material to form the image. The ink is absorbed so that the image becomes part of the media. This technique provides image quality and durability that is unmatched by other on-demand printing technologies.
• Thermal transfer printers can accept a wider variety of media than direct thermal models, including paper, polyester and polypropylene materials. Thermal transfer printers can create extremely durable wristbands, asset tags and certification labels, in addition to common labels, tags and tickets.

 NB: The specific label material and ribbon must be carefully matched to ensure print performance and durability.

• By selecting the right media-ribbon combination, as well as speciality adhesives, users can create archival-quality labels to withstand temperature extremes, ultraviolet exposure, chemicals, sterilisation and more.
• Typical thermal transfer applications include: product identification; circuit board tracking; permanent identification; sample and file tracking; asset tagging; inventory identification; certification labels such as UL/CSA; laboratory specimens; cold storage and freezers; and outdoor applications.

Source:https://www.zebra.com/gb/en/research-library/getting-started/direct-thermal-thermal-transfer/direct-thermal-faq.html

10.3. Recommended Printing Equipment

We recommend GSM Printer & Label Systems Ltd, who have kindly provided us with some very basic information regarding typical printing solutions for the ZD421.

*Zebra stock labels are supplied with permanent adhesive as standard.  **Pricing is ex VAT and is dependent on exchange rate, size and quantity. BOX qtys vary.

To request an accurate quote based on your sites requirements, please contact:GSM Printer & Label Systems Ltd e: sales@gsmbarcoding.co.ukWhen contacting GMS Barcoding, please confirm that this is a Sicon Project to ensure you get the best possible deal.NB: this is merely an introductory guide to the typical applications GSM Printer & Label Systems Ltd can cater for, there are many different combinations available. The pricing included is a rough estimate based on the smallest label size from each category.

10.4. Installing the Zebra Label Printer ZD420

This section is to assist you in setting up Zebra ZD420 Series Desktop Label Printers, which we recommend using with the Sicon Barcoding & Warehousing module for Sage 200.

Install the Zebra Setup utilities (from CD):

Go through Wizard to install:

Run the Zebra Setup Utilities from Desktop or Program Files:

The below should open:

Connect the Printer Via USB and install. (Sometimes they will Automatically install and appear) Once installed the Printer(s) will be listed in the white box:

Click on Configure Printer Connectivity and select your connectivity type:

Printers are usually installed with a Static IP.

Select Static and enter IP Configuration. (Please acquire Wi-Fi and IP Info from your IT Dept):

If you chose Wireless then select your band:

Choose Country and enter Wi-Fi Channels.

Enter ESSID and your wireless mode:

Make sure the operating mode is set to Infrastructure:

Ok the above, then click Next:

Make sure Printer is selected below:

After you press Finish the settings will be sent to the Printer Via USB and it will restart itself. Repeat for another printer calling it something different with a new IP address.

10.5. Setting up Printers for Remote Servers

The following diagrams explain how printers need to be configured where Azure servers are being used or a site to site vpn is required.

11. Barcodes & Zebra Label & Printer Settings

This information aims to illustrate the settings that may require to be changed dependent on the size and format of the label.  It may not be necessary to visit and adjust all these settings, however in our experience we have found that these are the settings that we have needed to visit in order to get the label to print successfully.

11.1. Zebra Setup Utilities

NB: the examples given below are for Zebra labels (1 across) with a label size measuring 2” by 1”.

N.B. Speed and Darkness settings may be OK, however these settings work well.

11.2. Sage 200 Report Designer

File; Page Setup; Printer

Try using ‘Calibrate media’ to resolve issues with labels not printing correctly or blank labels appearing between the printed ones.

File; Page Setup; Labels

Highlight the barcode; Properties;

Barcode Format – Code 128

Select …  to Edit Barcode Format

12. Trouble Shooting

Company Service Administrators would be able to assist mobile users with their app by using a remote connection such as Quick Support/TeamViewer: Remote Control which offers iPhone Support, the service administrator would be able to use this remote software to connect in with the mobile user (as if they were using it).

This may be beneficial if the mobile user is new and needs some assistance on the use of the app.

Any trouble shooting for synchronisation issues between the App/Sicon’s Web Api/Sage 200 would be something the companies system admin person carries out or the company’s Business partner support team.

This is not something that users should be looking to investigate.

When troubleshooting our mobile apps, there are a few steps to follow that can help resolve the issue or assist with gathering information to speed up the diagnosis by our support team.

Step 1

Our mobile apps use our WebAPI to retrieve data from Sage, so ensuring this is running and accessible is the first step. It’s likely to have been exposed as one of the following and it will be necessary to find out this URL or access the Sage Server.

1. http://{Sage_Server_Name}/Sicon.Sage200.WebAPI
2. https://{Identifier}.{CompanyName}/Sicon.Sage200.WebAPI

Step 2

You should be able to access this URL from the device you’re having trouble with. If you cannot, you may be on the wrong network, be using the wrong URL or you may be having network problems.

Step 3

If the URL prompts for a username and password, this is a good sign. An administrator should be aware of a “Servicing” password that will grant access to this portal, it will have been configured during the installation process. The username is always “admin”, the default servicing password is also “admin”.

Step 4 

If successful, the following page should appear:

There are 6 areas within the WebAPI portal that can help with troubleshooting that have been labelled above:

1. Enable String Expiries – If an enable string has expired, that product will no longer function in Sage and as such the associated mobile apps will no longer work either. Expired strings will be shown in red. An exception to this is that the “SM Mobile” enable string will also activate the WebAPI.
2. Loaded Modules – This section will show the loaded Sicon Modules in the WebAPI and in later builds it will also show the last updated date. Is it important that after an update to Sage Modules that the WebAPI can obtain these updates – instructions for this are provided in the “Module Upgrade Process” section on the portal.
3. Company List – The company list shows the companies that are accessible to the Web User that the WebAPI is running as. To add companies, give your selected Web User access to that company in Sage Administration. If you’re using Sage 2011, only one company is accessible so this is not shown. In newer versions, you can also “pre-load” reporting services for each company if you wish, which will ensure they can run and reduce the time it takes to generate the first label/report requested. If they do not start, the log can be viewed.
4. Service Status – There are 2 services that are now installed with the WebAPI, a Reporting Service and an Update Service. The Reporting Service may not be necessary depending on the products you’re using, but the Update Service is important in simplifying the process of updating the WebAPI when Sage Modules are updated. Both can be started from the WebAPI portal if required.
5. Log – This is the main log for the WebAPI, which will contain any errors that occurred when sending/requesting data from the mobile apps or from other third party software. Errors are highlighted in red to make them easier to find and will often have a matching request entry before them that may also be useful when diagnosing issues. The error log entry and matching request entry together are invaluable for diagnosing problems.

If the above trouble shooting points have been investigated, and an issue still occurs then the systems administrator should contact their first line support this may be the Business Partner or Sicon directly which ever has been agreed between the customer and their Business Partner.

13. Release Notes

The release notes page shows which release of the system includes new features or issues resolved.

At the release of Sicon v21 we announced that going forward, we will only be supporting Sage 200c and as such we are able to drop the year from our version numbers. We moved from 201.201.0.0 to 210.0.0.

New features detailed in the Release Notes relating to Pre-Release versions will not be detailed in the current Help and User Guide until the end of development phase.

14. Help & User Guide Archive

14.1. Barcoding & Warehousing v22

Barcoding & Warehousing Help and User Guide v22

14.2. Barcoding & Warehousing v21.1

Barcoding & Warehousing Help and User Guide v21.1

14.3. Barcoding & Warehousing v21

Barcoding & Warehousing Help and User Guide v21

14.4. Barcoding & Warehousing v20.1

Barcoding & Warehousing Help and User Guide v20.1

14.5. Barcoding & Warehousing v20

Barcoding & Warehousing Help and User Guide v20

14.6. Barcoding & Warehousing v17

Barcoding & Warehousing Help and User Guide v17

15. New Features & Important Information